North Peak Capital Management, LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$646.6B

Holdings

5

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (5 positions)

#StockSharesValue% PortfolioType
1
HGVHILTON GRAND VACATIONS INC
5,833,980$191.9B29.67%
2
SMARGBPSMARTSHEET INC
5,265,565$180.9B27.98%
3
WDAYWORKDAY INC
997,201$151.8B23.47%
4
HUBSHUBSPOT INC
435,829$117.7B18.21%
5
K6BKBR INC
100,000$4.3B0.67%